Bill Kirchner
Investment Professional
- Role
- Wealth Partner at Ridge View Bank
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Wealth Partner
Jan 2025 — Present · Roanoke, VA, US
Working with families and business in Roanoke, Smith Mountain Lake & Salem to customize asset management strategies consistent your the goals and objectives.
Skills
- Capital Markets
- Series 7
- Client Service
- Investments
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Series 63
- Excel
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